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Bad Times: Ducommun (DCO)

10/28/2025

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dco_final_-_copy.pdf
File Size: 1455 kb
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Soho House & Co: A Company Facing an Existential Crisis

2/7/2024

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SHCO Final.pdf
File Size: 1433 kb
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Granite Construction: Blueprint for Disaster

9/27/2023

 
GVA Final.pdf
File Size: 1080 kb
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Accounting Red Flags Plague Catalent, Inc.

12/8/2022

 
CTLT Report
File Size: 1334 kb
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Roll-Up Mercury Systems Set to Unravel

7/26/2022

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MRCY Report
File Size: 1454 kb
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Columbia Sportswear Headed for Rocky Fall

10/22/2020

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COLM Report
File Size: 1245 kb
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Cubic Corporation Reports Percentage of Completion Accounting Nightmare

4/2/2020

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CUB Final
File Size: 658 kb
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GlassHouse Rebuttal to Omnicell Management

7/15/2019

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GlassHouse OMCL Rebuttal
File Size: 369 kb
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Ominous Omnicell (OMCL) Delays the Inevitable

7/11/2019

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OMCL Final
File Size: 1049 kb
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Throw the BABY (Natus Medical Inc.) Out with the Bathwater

2/6/2019

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BABY Report
File Size: 1059 kb
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